VPF

Vantage Point Financial Portfolio holdings

AUM $228M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$16.9M
3
+$9.09M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$5.79M
5
AAPL icon
Apple
AAPL
+$5.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.13%
2 Consumer Discretionary 1.81%
3 Healthcare 1.77%
4 Industrials 1.45%
5 Communication Services 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$256K 0.14%
+8,001
102
$256K 0.14%
+13,936
103
$253K 0.14%
+469
104
$248K 0.13%
+7,256
105
$245K 0.13%
+7,362
106
$237K 0.13%
+5,792
107
$233K 0.13%
+685
108
$232K 0.13%
+735
109
$230K 0.12%
+3,083
110
$227K 0.12%
+1,933
111
$224K 0.12%
+4,370
112
$223K 0.12%
+2,553
113
$218K 0.12%
+5,580
114
$217K 0.12%
+8,695
115
$215K 0.12%
+5,018
116
$215K 0.12%
+2,988
117
$208K 0.11%
+2,345
118
$208K 0.11%
+9,800
119
$205K 0.11%
+1,156
120
$204K 0.11%
+1,041
121
$33.5K 0.02%
+18,620
122
$27.2K 0.01%
+29,744
1 2 3 4
5